Juli Leith and Kim Poulin

The Tizzy factor: How to beat being overwhelmed

Review the cases in progress and make a plan to clear up the backlog and focus on cases already open and likely to close. Note that the potential revenue from the cases Ernie had “in the mill” amounted to 200% of the revenue he had earned the previous year! Enhance the client process to make […]

By Juli Leith and Kim Poulin |May 13, 2009

4 min read

Planning and Advice

Practice Lab: Conducting business with COIs

(September 2008) Your clients are your best bet for finding strong centres of influence, or COIs. Not only can clients refer your services to others, but, most likely, they have other professionals they deal with. You can expand your network by inviting those professionals to be part of the financial planning process. When you involve […]

By Juli Leith and Kim Poulin |September 19, 2008

4 min read